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Shalena

← Customer Feedback for ImportOmatic

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16 results found

  1. Option to keep the show inactive phones and emails checked at all times

    1 vote

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    0 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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  2. Include Position in the available columns when viewing org relationship duplicate search

    1 vote

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    0 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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  3. Allow easy removal of duplicate addresses on the fly

    67 votes

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    3 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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  4. Move old phone number to next sequantial number

    74 votes

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    5 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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  5. For Raiser's Edge v7.95 be able to compare phone and emails again before importing

    4 votes

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    0 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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  6. Add option to promote a non-constituent relationship to a full constituent when matching.

    5 votes

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    6 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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    Shalena commented  · 

    Yes, I would like the option to promote matched non-constituent relationships.

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    Shalena commented  · 

    Also, when using alias match-add and a match is found on a non-constituent relationship, I am forced to manually process the record because of the side by side comparison. However, even after I approve of the updates shown in the side by side bio comparison screen, a new constituent is not created. It's only updating the relationship. The idea is to find the matched alias in the database and then promote this to a constituent. The only work around we found was to use the alias add, but then this created dup records in the database because it didn't search for a potential duplicate.

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    Shalena commented  · 

    That's part of the problem. If I match-add based on alias, I am matching to non-constituent relationships as well as non-constituent participants in an event. This is great that it's finding the relationships but I need to be able to skip the side by side comparison and proceed to creating a constituent record. The change in the alias matching has increased our manual touches greatly.

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  7. Please add an option to control the type of matches to view.

    5 votes

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    0 comments  ·  Classic Products » MergeOmatic  ·  Admin →
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  8. allow user to quit import even if you have the side by side bio comparison window up.

    9 votes

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    2 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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  9. When importing new business information, update previous business too

    4 votes

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    1 comment  ·  Classic Products » ImportOmatic  ·  Admin →
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  10. Ability to limit who can install an upgraded version of IOM

    3 votes

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    0 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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  11. Allow choosing of email/phone type when matching records

    82 votes

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    6 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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  12. Update former employer relationship and reciprocal fields

    26 votes

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    4 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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    Shalena commented  · 

    This would really help as we import faculty/staff updates and various sources for employment data appends. Currently, we have to import all the new data and then do a global change to clean up all the employment that needs changed to former.

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  13. Allow updating/changing the phone type

    13 votes

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    1 comment  ·  Classic Products » ImportOmatic  ·  Admin →
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  14. Add the ability to pause an import

    166 votes

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    6 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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  15. if a new last name is found in a data file, there should be a setting to copy the former last name to Alias.

    54 votes

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    4 comments  ·  Classic Products » ImportOmatic  ·  Admin →
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  16. Update dictionary table entries

    51 votes

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    1 comment  ·  Classic Products » ImportOmatic  ·  Admin →
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